Loren Del Monico is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles in construction and manufacturing-related businesses. Hantz Financial Services serves a diverse client base, including individual investors, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios complemented by third-party managers and employs advanced technology for portfolio management and trade execution.

Jeffrey Rand is a financial advisor at Citizens Securities, Inc. in Rochester, Michigan, holding Series 63 and Series 66 licenses with 35 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Cornerstone Community Financial Credit Union. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program utilizing ETF-based portfolios and a Managed Account program, while also functioning as a broker-dealer and insurance agency.

Lala Winningham is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Troy, MI. She joined Goldman Sachs & Co. LLC in 2026 and has prior experience working in the hospitality and retail sectors, including positions at Mt Brighton Ski Resort, Huntmore Golf Club, and Scooters Coffee. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary analytics and offers access to services such as Private Family Office programs and Alternative Investments.

Robert Stone is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Stone holds Series 63 and Series 65 licenses. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mahbub Jahid is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Chase, DTE Energy, FreightVerify, and Ford Motor Company. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses a variety of strategic allocation models, manager selections, and implementation methods, supported by proprietary research and analytics within the larger Goldman Sachs ecosystem.

Ka Lai Ma is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Farther since 2025 and previously held roles at Fidelity Investments, MML Investor Services, World Financial Group, Manulife, and Morgan Stanley. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Richard Coates is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 27 years at Valic Financial Advisors and four years with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across more than 1,200 advisors, offering wrap programs, portfolio management, and financial planning services with a focus on discretionary unified managed accounts and integrated model solutions.

Tyler Inthisone is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include work at hemming& Wealth Management and TBA Credit Union. Outside of his advisory work, he is an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and technology-driven solutions.

George Kontos is a financial advisor with TIAA-CREF in Livonia, MI, holding a Series 66 credential and six years of industry experience. Prior to joining TIAA-CREF in 2023, he worked with several firms including ASSET ALLOCATION STRATEGIES, LLC and GLP Investment Services, LLC. Outside of his advisory work, he owns and operates Sonik Entertainment LLC, providing DJ, sound, and lighting services, and volunteers at St. Edith Catholic School assisting with events and school operations. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.

Matthew Teetor is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 16 years of industry experience. He has worked at Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and previously at Ljpr, LLC for 14 years. In addition to his advisory role, Teetor is a part-owner of Petit Farms, a Christmas tree farm in Lupton, MI. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charities, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

Kyle Bowerson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he has worked in a variety of positions including at DVNN Boats and Central Michigan University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management using ETF-based model portfolios, third-party money managers, and offers a combination of advisory, brokerage, mortgage, and insurance services.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates, The Huntington Investment Company, and J.P. Morgan Securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Elizabeth Silver is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley in various roles from 2009 to 2021 before joining Sanctuary Wealth in 2021. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to a variety of managed account platforms, employing multiple analytical approaches and maintaining a fiduciary standard when agreements are in place.

Donna Pribe is a Series 66-licensed financial advisor at VALIC Financial Advisors with five years of industry experience. She previously worked at Heritage Planners from 2012 to 2021 and has been with VALIC Financial Advisors since 2021. Outside of her advisory work, she is a commissioned Ohio notary. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Richelle Durkin is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 14 years of industry experience. Her prior roles include positions at Ljpr, LLC and multiple entities within the Sequoia Financial organization. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Shaun Holness is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Hantz Financial since 2017 and previously was with Quicken Loans. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable organizations, corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and combines advisory, broker-dealer, mortgage, and insurance services.

Kob Yan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include 19 years at Citizens Securities, Inc. and two years at Ameriprise Financial Services, LLC. Outside of his advisory work, he owns a nonprofit organization, Pokot Outreach Medical Missionary, which raises funds and medical supplies for the Pokot tribe in Kenya. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining advisory guidance with third-party portfolio management and a range of investment options.

Scott Fishel is a financial advisor at Creative Planning with three years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at EP Wealth Advisors, Executive Wealth Management, and ECC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and discretionary portfolio management, managing approximately $295.6 billion in client assets.

Robin Schirs is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Fifth Third Securities since 2026 and previously held positions at Ameriprise and Comerica Securities. Outside of his advisory role, he serves as Vice President Regional Operations Manager at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, supporting diverse investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Daniel Robinson is a Certified Financial Planner® with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at JPMorgan Chase Bank and Sigma Investment Counselors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm offers customized portfolio management and trustee support, employing a blend of model allocations and third-party managers to meet client objectives.